Guided Onboarding, Accelerated Onboarding and Advanced Software Implementation for HubSpot
Overview: Success starts with your platform being set up to meet your business requirements. We have options available to suit your budget and accommodate the most simple implementations to the most complex.
What are your options for onboarding?
Onboarding is the first step your organisation will take on its journey with HubSpot. Effective onboarding is critical to setting you up for success, and that's why it is almost always a compulsory part of HubSpot's new hub sales experience.
Struto offers onboarding across the entire HubSpot CRM suite from the Professional through Enterprise levels. That means we cover Marketing, Sales and Service Hub onboarding as well as the CMS Hub.
01. Struto Guided Onboarding
Struto onboarding mirrors the onboarding you would receive from HubSpot and follows their methodology. If you want to get your hands dirty and have the time to do so, it's for you. Time to realise value is less important to your business.
- Get Value From HubSpot Faster.
Follows HubSpots process
We respect HubSpot's time in the market providing guided onboarding and so see their process as the baseline standard and base our guided onboarding on this process.
However, we try and spend more time getting to know you and bake that into the approach we take.
Outcome-based onboarding
We’ll agree on a maximum of three outcomes and work through a structured program to achieve these, teaching you to use the relevant HubSpot tools that align with those outcomes along the way.
The goal is to work in a measured way to help you onboard successfully.
Guided software setup
As with HubSpot's Guided Onboarding, you will be guided by your onboarding specialist through the setting up of your portal. They work with you on the standard configuration through a checklist to get you set up.
The goal is to get the base configuration done so that you can use the main features.
02. Struto Accelerated Onboarding
This service builds upon the HubSpot onboarding methodology and offers greater flexibility. If you want to realise value from your HubSpot investment fast, then this is the service for you. You want help with your setup and value our experience and best practice.
We’ll create a structured program for you that focuses on all your agreed outcomes and the timeframes for execution. The goal is to set you up for success quickly and thoroughly by training you on all the required HubSpot tools to accelerate your time to realising value with HubSpot.
- Get Value From HubSpot Faster.
Accelerate value
We work with you to accelerate the program and prioritise aspects of the onboarding experience to map to your requirements.
Business Value
Draw on our experience in helping map HubSpot's tools and features to your prospects and customers buyer journey.
Direct support
Get dedicated support from your onboarding specialist when you roll out HubSpot, especially during cutover from your old system.
Software setup
We'll do your base HubSpot portal setup for you. We'll accelerate the time to you being able to use HubSpot effectively.
03. Struto Advanced Implementation
This is a fully bespoke solution that follows our best practice methodology. You are rolling out HubSpot across multiple teams and business units, often in geographically disparate areas. You require a mature, structured approach to your digital transformation that mitigates risk and delivers maximum value.
We’ll work through our lifecycle service process to build a flexible onboarding experience that scales to support your more complex requirements. Our Scope It. Plan it. Do it. Run It. process will ensure your business, operational and technical requirements are met.
- Get Value From HubSpot Faster.
Completely Bespoke
Our Advanced Implementation is a tailored experience designed to roll out HubSpot CRM Suite to align with your business, operational and technical requirements.
Our team will guide you through Struto's lifecycle services framework to maximise the value you will get from HubSpot.
Implementation team
Bespoke or complex HubSpot CRM Suite implementations require a cross-section of skills from analysts to engineers and HubSpot software experts.
We'll put together the right team for you so that you have access to the talent at the right time.
Project Manager
A successful project requires an experienced project lead. We'll put in place a dedicated project manager so that you have a key, single point of contact.
They'll lead the internal team at Struto and coordinate cross-party communication to keep things moving.
Multi phased and pilots
Our Advanced Implementation service is ideal if you have multiple departments and teams within departments, especially if those teams are posted around the globe or across timezones.
This type of implementation often benefits from running pilot groups and staggering adoption across the broader business.
Consulting
We have folks on the Struto team who will work with you to understand your goals past the obvious areas impacted by HubSpot and typically covered in traditional onboarding.
Some of our team members have over twenty years of experience in the technology space running businesses.
End-user Training
There are typically multiple stakeholders that need training. Some administer HubSpot daily, those who operate in HubSpot day-to-day and those who lead and measure outcomes using HubSpot.
We will tailor the training for both admins and end-users, conducting a blend of train the trainer and team sessions.
How will we help you get more from your HubSpot onboarding journey?
Overview: Fast track your success. Focus on your customers and your end-users.
Customised for you
You have goals. Our goal is to help you achieve those goals.
Our team will not only help you achieve your goals but also open you up to the opportunity deploying HubSpot has. We'll tailor the structure of your onboarding to map to your priorities as well as ensure you maximise the learning opportunity and access you have to folks with years of experience working with HubSpot.
Done for you
Guided onboarding means that you do your setup under our guidance. We offer alternatives, however.
Our accelerated onboarding and advanced implementations lean on our team's experience and knowledge of best practices to set your HubSpot portal up quickly so that you can extract value from the system as quickly as possible.
Done with you
The goal is to create an engaging learning experience for you and your team.
Sometimes this is best served by having someone looking over your shoulder and walking you through the ins and outs of HubSpot. This approach is excellent when you run your first campaign, for example. Think about having access to a team that can check those workflows and email setups before you pull the trigger for the first time.
Customer experience focused
Connect your website and marketing to your sales and customer service teams.
The HubSpot CRM Suite gives you the tools to create digital and human touchpoints that help move your prospects and customers through their buying journey. As the world demands less friction in their digital experiences, we can help you use technology to smooth the experience from their first click on your website to their latest engagement with your services team.
User experience focused
Your team works to create great experiences for your customers, but what about their user experience?
Our team will work with you to understand how you have traditionally gone about your business and look for ways to improve those processes using HubSpot to surface information and automate onerous tasks. We love seeing marketers do more with less, salespeople cutting their admin to give them more time to sell and customer services staying on top of their service requests.
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A lifetime of support
Onboarding is the beginning of your journey with HubSpot and it should not be the end there.
Choosing the right partner to conduct your onboarding is important. The partner should offer services that get you set up for success but then offer the right services to augment your team and allow you to extract value for the lifetime of your HubSpot solution.
A guide to buying HubSpot
Get the onboarding right for you
Properly onboarding with HubSpot is critical to your success with HubSpot. Struto can help set you up for success by putting the foundations in place that you can build on.
We won't leave you there either. We have services designed to help you with the long-term adoption of the technology as well. Our adoption-as-service offer has everything you need to build on where onboarding leaves off.
Talk to our team
We believe in helping you create a great customer experience and would love to discuss your goals, whether simple or complex.
Book a free chat with Jeremy.
"The first point in building a wonderful customer experience is confirming the various parts of the journey are either in play or planned for. Our team is ready to help you scope out this journey and advise on the solutions required to amplify not only your customers' but your own experience too."